Downloadable Tools

Borrow these trusted tools to build your audience,
create staff training, measure results and build partnerships.

Webinar Resources

6 Fun and Easy Financial Literacy Programs and How To Do Them

Needs Assessment

Needs Assessment Tool

Marketing Templates – Curtis Memorial Library

Curtis december book group poster
Curtis fraud workshop poster
Curtis Schedule – on MWFW template upd 10-11-11

National & State Resources

Smart Investing_Partners and Resources_Sarver Additions

Kids and Money and Math -Great tips from three different libraries for fun family programs

Kids and Money and Math

True Cost of Owning A Car (FINRA Link)

Lesson Plan and Assessment

Fiscally Fit Boot Camp – Pioneer Library System (OK)

BootCamp
BootCamp Resource ONE
BootCamp Resource TWO
Boot Camp Resource THREE
Boot Camp Resource FOUR
Boot Camp Resource FIVE
Boot Camp Resource SIX

Money Movie Madness

Money Movie Madness

Analyze the Audience

Assessing Audience Needs

Customizing your program for a target audience means doing things their way, not your way. In a library system, that can be difficult. Learn tips and examples from Multnomah County Public Library’s successful Smart Investing @your library project.
Download PowerPoint Presentation | Download companion .doc

Market research summary of Millennials, Gen X & Baby Boomers

Schaumburg Township District Library Staff developed one survey using skip logic to gather input from all three groups to gauge their financial literacy and develop appropriate programming.
Download PDF

Train the Staff

Online Self-Paced Reference Course

Increase your confidence and competence with Smart Investing: Reference Strategies and Resources, a stand-alone course developed by Santa Clara County Library District with Infopeople that builds your knowledge about personal finance and investing.
URL

Staff Survey on Investor Education Content

What reference sources would you use to answer these questions about personal investing? Timberland Regional Library used this tool to help develop their staff training.
Download PDF

Staff financial knowledge survey

This general knowledge quiz is a template and overview of stocks and bonds, savings, credit and more.
Download PDF

Look inside the Program-in-a-Box

Witty librarians at the Los Angeles Public Library enhance programming amid staff shortages by creating Program-in-a Box.
YouTube link

Patron and Staff Surveys

Created by the Schaumburg Township District Library, these “practice” surveys can be useful way to test out survey instruments.
Patron survey
Financial planners survey
Staff survey
Staff follow up survey

Investment Education Competencies

Modify this checklist, created by Ames Public Library, as a pre-test to help determine staff’s level of financial confidence and knowledge.
Download Word Document

Measure the Results

Evaluation 101

Outcomes based evaluation is a systematic way to assess how well a program has achieved its intended results. Review this step by step presentation from the ALA Office of Research and Statistics to learn how to design an evaluation plan.
Download PowerPoint Presentation

How To Work with an Outside Evaluator

This presentation by grantee Joanne Kahn offers step-by-step information to help you work successfully with a third-party evaluator. It also applies to working with communications firms or other partners.
Download PowerPoint Presentation

NEFE Financial Education Evaluation Online Toolkit

This National Endowment for Financial Education kit includes sample evaluations, an evaluation manual, and an evaluation database
with tools and forms.
URL

Menu of Data Collection Methods

You can’t measure success without a baseline. A pre-test and a post-test is one method among many that can help gauge what people know before the program and what changed as a result of the program.
Download Word Document

Gen X Pre and Post Test

Developed by the Extension Office at Iowa State University, in collaboration with Ames Public Library, this test was used as both pre and post to create baseline information and to determine level of understanding following class presentations.
Download Word Document

Question Bank

Measure behavioral outcomes with questions that can be tailored to
align with the focus of your program.
Download Word Document

Fast Facts: Evaluation Survey Report

Measure the difference your program makes with these proven evaluation techniques.
Download PDF

Build the Partnerships

Partnership Tool

Measure and compare the effectiveness of existing and potential partnerships.
Download PDF

Fast Facts: Partnerships

Find out the community agencies that make the most successful partners.
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